Rate Sheet Quick Reference

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1 Rate Sheet Quick Reference Document Version VC1 Cortex Desktop allows you to create your own Rate Sheets, or internal lists of your services and prices, in order to easily populate the Line Items on your documents. Rate Sheets are your internal list(s) of prices and are not negotiated or approved of by your Trading Partner through the Cortex Desktop. Creating and Activating Rate Sheets To create and activate a Rate Sheet: 1 Open a blank Rate Sheet form. For details, refer to Opening a Blank Rate Sheet Form on page 2. 2 Fill in the Rate Sheet details. For instructions, refer to the following sections: Filling in Rate Sheet Header Details on page 3 Completing the Line Items Area of the Rate Sheet on page 3 Completing the Service/Material Specification Area of the Rate Sheet on page 3 Completing the Pricing Conditions Area of the Rate Sheet on page 4 Creating Rate Sheet Line Items on page 4 NOTE While filling in a Rate Sheet, you can save it when it is partially finished, without activating it. You will be able to complete and activate the Rate Sheet at any time. For more details, refer to Saving Incomplete Rate Sheets Locally on page 9. 3 Click View to preview the Rate Sheet as it would look when printed. Make sure all of the details are complete and correct. 4 Click Activate. If any missing or incorrectly formatted information was detected on your Rate Sheet, it will not activate and the Validation Messages window is displayed listing the errors. Fix the errors and activate the Rate Sheet again. If you filled in all of the required fields and the data format is correct, your Rate Sheet is activated and will appear in bold blue font with a status of Activated in your Cortex Inbox after clicking the Refresh button. This Rate Sheet can now be used to easily add Line Items to your documents. Rate Sheet Quick Reference 1

2 Opening a Blank Rate Sheet Form The first step to creating a new Rate Sheet is to open a blank Rate Sheet form. To open a blank Rate Sheet form: Click the Rate Sheet quick button in the lower left corner of the Desktop window. Rate Sheet Elements This image shows the main sections of the Rate Sheet form: 2 Rate Sheet Quick Reference

3 NOTE You are able to configure the view of your Rate Sheet by clicking on the arrows contained in the borders of each area within the form to hide or view those areas. The view settings only apply to the current Rate Sheet you are working in and will be lost when the Rate Sheet form is closed. Filling in Rate Sheet Header Details The header of the Rate Sheet form contains general details that pertain to the entire Rate Sheet. The fields you are able to enter in the header are: RS ID enter the Rate Sheet ID. This is a mandatory field and has a maximum limit of ten (10) alphanumeric characters. RS Date select the Rate Sheet creation date. RS Start Date select the start date of the Rate Sheet validity. RS End Date select the end date of the Rate Sheet validity. Comments enter any comments pertaining to this Rate Sheet. Currency select the appropriate currency. By default, the currency is Canadian Dollar and can be changed to US Dollar if required. Completing the Line Items Area of the Rate Sheet The Rate Sheet Line Items area contains the line item numbers within that Rate Sheet. The fields you are able to enter in the Line Items area are: Line # - the Rate Sheet line number for this item in increments of 10. Category select the item category: S for Services and M for Materials. NOTE Items entered as a Material category are only able to have one Service/Material Specification line added. Items entered as a Services category can have multiple Service/Material Specification lines. Description enter the description of the item. Comments enter any option comments pertaining to the item. Completing the Service/Material Specification Area of the Rate Sheet The Rate Sheet Service/Material Specification area contains the specifications for the Rate Sheet line selected in the Line Items area above. These are the actual item details that you will be adding to your documents as Line Items. The fields you are able to enter in the Service/Material Specification area are: Line # - the Service/Material Specification line number in increments of 10. Mat/Svc # - enter the material or service code number. Description enter a short, detailed description of the item. This will be the description that transfers to the Line Item field on your documents. UOM select the unit of measure. Commodity Code enter or search for the UNSPSC commodity code for that item, if desired. G/L Account enter the GL account information for that item, if desired. Rate Sheet Quick Reference 3

4 Completing the Pricing Conditions Area of the Rate Sheet The Rate Sheet Pricing Conditions area contains the conditions for the item selected in the Service/Material Specification area. This area contains pricing information for that item. The fields you are able to enter in the Service/Material Specification area are: Condition # - the pricing condition number in increments of 10. Validity Start Date enter the start date for the validity of this pricing condition. Validity End Date enter the end date for the validity of this pricing condition. NOTE Ensure that the validity dates for your pricing conditions are within the overall Rate Sheet start and end dates or your Rate Sheet will not successfully activate. List Unit Cost the unit price for that item during the specified validity dates. Creating Rate Sheet Line Items The Line Items on your Rate Sheet can be entered or created in three different ways: By manually entering your items and services. See Creating Rate Sheets Manually on page 4 for more information. By uploading your items and services from an Excel template file. See Uploading Rate Sheets on page 5 for more information. By selecting items from existing Rate Sheets in your Cortex Desktop. See Creating Rate Sheets from Items on Existing Rate Sheets on page 8 for more information. You are also able to create Rate Sheets by combining any and all of these methods, i.e. you may upload several items from the Excel template file, add more items from an existing Rate Sheet and then add items manually. Creating Rate Sheets Manually To create Rate Sheets manually, you will enter all of your items and services, with all of their associated details and conditions, directly into the Rate Sheet form in the Cortex Desktop. To manually create a Rate Sheet: 1 Open a blank Rate Sheet form as described in Opening a Blank Rate Sheet Form on page 2. 2 Enter the Rate Sheet header details. For details, see Filling in Rate Sheet Header Details on page 3. 3 Enter the Line Item area information for the first item. For details, see Completing the Line Items Area of the Rate Sheet on page 3. 4 Enter the service/material specification details for that line item. For details, see Completing the Service/Material Specification Area of the Rate Sheet on page 3. 5 Enter the pricing conditions for that specification. For details see Completing the Pricing Conditions Area of the Rate Sheet on page 4. 4 Rate Sheet Quick Reference

5 For example, the completed Line Item in the Rate Sheet shown below is a service item named Drilling which has two service/material specifications: Downhole Drilling and Oilfield Drilling. The highlighted specification, Downhole Drilling, has two pricing conditions entered for it, which are shown in the Pricing Conditions area. 6 Click View to preview the Rate Sheet as it would look when printed. Make sure all of the details are complete and correct. 7 Click Activate. Uploading Rate Sheets If any missing or incorrectly formatted information was detected on your Rate Sheet, it will not activate and the Validation Messages window is displayed listing the errors. Fix the errors and activate the Rate Sheet again. If you filled in all of the required fields and the data format is correct, your Rate Sheet is activated and will appear in bold blue font in your Cortex Inbox after clicking the Refresh button. This Rate Sheet can now be used to easily add Line Items to your documents. You are able to upload a Rate Sheet using the Excel spreadsheet upload template provided on the Cortex Training and Support website ( NOTE Only the most recent version of the template spreadsheet will upload successfully into Cortex Desktop. If your template does not upload correctly, check the Cortex website ( to ensure that you are using the most current version of the spreadsheet. Rate Sheet Quick Reference 5

6 To create a Rate Sheet using the upload feature: 1 Complete and save the upload template as described in Completing the Upload Template on page 7. NOTE In order to use the upload functionality to create Rate Sheets in Cortex Desktop, you must be using a version of Microsoft Excel developed in 2002 or later. 2 Open a blank Rate Sheet form as described in Opening a Blank Rate Sheet Form on page 2. 3 Enter the Rate Sheet header information. For details, see Filling in Rate Sheet Header Details on page 3. 4 Click the Upload button at the bottom of the form. The Spreadsheet Upload window displays. 5 Click Browse to navigate to the stored spreadsheet upload template on your computer. 6 Double-click on the file name. The file name now appears in the File field on the Spreadsheet Upload window. 7 Click Upload. If any missing or incorrectly formatted information was detected in your spreadsheet, it will not upload and the Spreadsheet Upload window is displayed listing the errors. Fix the errors and upload the spreadsheet again. 6 Rate Sheet Quick Reference

7 If you filled in all of the required fields and the data format is correct, the Rate Sheet is uploaded successfully and the Spreadsheet Upload window will indicate the number of Line # s uploaded and the Done status displays. 8 Click Close to return to the Rate Sheet form. Completing the Upload Template The upload template allows you to enter all of your Rate Sheet services and prices in an Excel spreadsheet and then upload them into the Cortex Desktop. To complete the upload spreadsheet: 1 Open the Excel spreadsheet upload template provided on the Cortex Training and Support website ( 2 Complete all of the required details on the spreadsheet for all of your Line Items. Rate Sheet Quick Reference 7

8 TIP The white fields on the spreadsheet are required fields; yellow fields are optional. For information on the format and details required in each field, hover your mouse over the column header for a tooltip. If you have Line Items with multiple service/material specifications or pricing conditions, you must enter multiple lines for each Line Item in order to define all of the specifications and conditions. See the example below for more information. You are able to insert and delete row to add or erase Line Items, however you are not able to add or delete columns in the spreadsheet, as this will affect the upload process. Example: In the spreadsheet shown below, there are two Line Items entered: service Line Item# 10, Drilling and material Line Item# 20, Pipe. The service Line Item, Drilling, has two Service/Material Specifications: Downhole Drilling and Oilfield Drilling. Each of these Service/Material Specifications has two Pricing Conditions. The material Line Item, Pipe, has only one Service/Material Specification with only one Pricing Condition. 3 Save the spreadsheet to your computer with a comprehensive name so you are able to easily find it when you are ready to upload the file into Cortex Desktop. Creating Rate Sheets from Items on Existing Rate Sheets You are able to use Rate Sheets already in your Cortex Desktop to add items to new Rate Sheets. To add Line Items from existing Rate Sheets to a new sheet: 1 Open a blank Rate Sheet form as described in Opening a Blank Rate Sheet Form on page 2. 2 Enter the Rate Sheet header details. For details, see Filling in Rate Sheet Header Details on page 3. 8 Rate Sheet Quick Reference

9 3 Click the Choose From Rate Sheet button at the bottom of the form. The Rate Sheet Item Selection window displays. 4 Select the Rate Sheet you would like to add items from in the drop down at the top of the window. 5 Check the boxes of the items you would like to add to your new Rate Sheet. 6 Click Add to Document. The items are added to your Rate Sheet. Saving Incomplete Rate Sheets Locally If you are not able to fully complete your Rate Sheet at one time, for example, because it includes a large number of items or you do not have all the required details, you can save it when it is partially finished, without activating it. You can return to this Rate Sheet at any time to complete and activate it. Incomplete Rate Sheets can be saved regardless of the amount of data on them. The only required field to save is the Rate Sheet ID. To save a Rate Sheet locally: 1 With the Rate Sheet form open, in the lower right corner of the Rate Sheet form, click the Save button or the Close button. The Save Option window displays: 2 Click Yes. Your Rate Sheet is saved, and a confirmation message is displayed. Rate Sheet Quick Reference 9

10 3 If you have not provided the Rate Sheet ID, the following message displays: 4 Click OK to close the message, enter the Rate Sheet ID, and then save the Rate Sheet again, starting from step 1 of this procedure. To load a saved Rate Sheet: 1 From the Tools menu, select Manage Local Files > View Queued Documents. Your list of saved documents is displayed. 2 Select the Rate Sheets tab. 3 Highlight the Rate Sheet you want to load. 4 Click Load To Form at the bottom of the screen. The Rate Sheet is moved to the Cortex Desktop, and a confirmation message is displayed. 5 Click OK to close the confirmation message. The Rate Sheet with its saved details is loaded. 6 Complete the Rate Sheet. For instructions, refer to Creating and Activating Rate Sheets on page 1. Editing Existing Rate Sheets Rate Sheets in your system can be edited at any time to reflect changes in your services and prices. To edit an existing Rate Sheet: 1 Double-click on the Rate Sheet you wish to edit in your Cortex Inbox. 2 Click the Edit button at the bottom of the form. 3 Make the desired changes and updates to the Rate Sheet. 4 Click Activate. Viewing and Printing Rate Sheets You can print a Rate Sheet while you are creating it or after it has been activated. 10 Rate Sheet Quick Reference

11 To print a Rate Sheet during creation: 1 With the Rate Sheet form open, click the View button at the bottom of the form. The Preview window opens, showing a print preview of the Rate Sheet. 2 In the Preview window, from the File menu, select Print. A standard Print window opens. 3 If needed, change your print settings. 4 Click Print. To print an activated Rate Sheet: 1 In your Cortex Inbox, double-click the Rate Sheet that you want to print. The Rate Sheet opens in a full-sized window. 2 Click the View button at the bottom of the form. A Preview window opens, showing a print preview of the Rate Sheet. 3 In the Preview window, from the File menu, select Print. A standard Print window opens. 4 If needed, change your print settings. 5 Click Print. Using Rate Sheets to Add Line Items to Your Documents The products and services contained in your Rate Sheets can be quickly added as Line Items on your documents. Rate Sheet Quick Reference 11

12 To use Rate Sheets to add Line Items to your documents: 1 While creating a document, click the Rate Schedule/Sheet button at the bottom of the form. The Rate Sheets/Rate Schedules window is displayed. 2 Select the desired Rate Sheet from the Schedule Number drop down list. Only activated Rate Sheets will be available. NOTE The Rate Sheet validity dates will be applicable to the Rate Sheet selected in the Schedule Number field. You will only be able to select the products and services listed that have pricing conditions applicable to your document s dates. 3 Check the boxes beside the appropriate products and services. TIP To easily navigate and find items in your Rate Sheet, use one of the following: Use the Sort By field to sort the columns in ascending or descending order. Use the Search field to perform a text search for specific items. 4 Click the Add button. You will be returned to your document. The products and services selected on the Rate Sheet will be listed in your Line Items. 5 Enter the quantity in the Qty column. 6 Review and complete the rest of the details for your document and Line Items. 7 Submit the document to your trading partner. 12 Rate Sheet Quick Reference

13 Exporting Rate Sheets Rate Sheets in Cortex Desktop can now be exported to an Excel spreadsheet or to a PDF document. You are able to export a Rate Sheet in two ways: From a Rate Sheet you are currently viewing. From the Tools menu. To export a Rate Sheet you are viewing: 1 Click the Export button at the bottom of the Rate Sheet form. The Export Document As window displays. 2 Browse to and select the location on your computer where you would like to save the export file. 3 Enter a name for the export file in the File name field. 4 Select the format for the export file (Excel or PDF) in the Save as Type field. 5 Click the Save button. The Export window displays confirming that the export file has been saved. 6 Click OK. Rate Sheet Quick Reference 13

14 To export a Rate Sheet from the Tools menu: 1 On the Tools menu, select File Export > Rate Sheet. The Rate Sheet Export window displays. 2 On the Rate Sheet Export window, select the Rate Sheet you wish to export from the dropdown menu. 3 Click OK. 4 On the Export Document As window, browse to and select the location on your computer where you would like to save the export file. 5 Enter a name for the export file in the File name field. 6 Select the format for the export file (Excel or PDF) in the Save as Type field. 7 Click the Save button. The Export window displays confirming that the export file has been saved. 8 Click OK. NOTE After exporting a Rate Sheet, Cortex Desktop returns you to the folder or screen you were viewing prior to the export. To view your exported file, navigate to it on your computer. 14 Rate Sheet Quick Reference

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